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iShares S&P Mid-Cap 400 Value ETF

461 hedge funds and large institutions have $2.75B invested in iShares S&P Mid-Cap 400 Value ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 190 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+10
Holders Change %
+2.22%
% of All Funds
9.33%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
42
Increased
115
Reduced
190
Closed
29
Calls
$202K
Puts
Net Calls
+$202K
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Shares
Change %
NNP
151
Nachman Norwood & Parrott
South Carolina
$1.33M +$6.07K +90 +0.5%
SCM
152
Stordahl Capital Management
Colorado
$1.32M +$9.44K +140 +0.7%
WWM
153
Windsor Wealth Management
Indiana
$1.29M +$607K +16,766 +88%
FPIS
154
Financial Planning & Information Services
Wisconsin
$1.26M -$232K -3,438 -16%
SWM
155
Shakespeare Wealth Management
Wisconsin
$1.25M -$24K -356 -2%
SWP
156
Stratos Wealth Partners
Ohio
$1.21M -$46.3K -686 -4%
TIA
157
Tiemann Investment Advisors
California
$1.19M -$48K -712 -4%
PFP
158
Pinnacle Financial Partners
Tennessee
$1.16M
DBIA
159
Dumont & Blake Investment Advisors
New Jersey
$1.13M +$62.9K +932 +6%
UCFA
160
United Capital Financial Advisors
Texas
$1.13M -$21.9K -324 -2%
LWA
161
LWS Wealth Advisors
New Jersey
$1.12M -$6.34K -94 -0.6%
APA
162
American Portfolios Advisors
New York
$1.12M +$578K +8,566 +106%
WFA
163
Wellspring Financial Advisors
Ohio
$1.11M -$12.7K -188 -1%
GPA
164
Guidance Point Advisors
Massachusetts
$1.1M +$539 +8 +0%
CIBC World Market
165
CIBC World Market
Ontario, Canada
$1.09M -$88K -2,610 -7%
FHA
166
First Horizon Advisors
Tennessee
$1.06M -$167K -2,482 -14%
CAL
167
Capital Analysts LLC
Pennsylvania
$1.03M -$17K -252 -2%
BSB
168
Bangor Savings Bank
Maine
$965K -$15.5K -230 -2%
FAIM
169
Financial Advocates Investment Management
Washington
$958K -$13.4K -198 -1%
IA
170
IFP Advisors
Florida
$951K +$88.1K +1,314 +10%
EWM
171
Evercore Wealth Management
New York
$949K -$69.2K -1,026 -7%
CA
172
Cornerstone Advisory
Maryland
$944K
APP
173
Avantax Planning Partners
Iowa
$921K -$32.5K -482 -3%
BWCS
174
Beirne Wealth Consulting Services
Connecticut
$912K -$674 -10 -0.1%
MGIA
175
Moneta Group Investment Advisors
Missouri
$899K +$770K +22,842 +598%